EWM
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Elite Wealth Management’s AT&T T Stock Holding History

Elite Wealth Management’s Portfolio T Stock Details T Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-8,589
Closed -$229K – 402
2014
Q3 		$229K Sell
8,589
-8,898
-51% -$237K 0.21% 68
2014
Q2 		$467K Sell
17,487
-49,331
-74% -$1.32M 0.47% 55
2014
Q1 		$1.77M Buy
66,818
+38,482
+136% +$966K 1.43% 13
2013
Q4 		$752K Sell
28,336
-24,116
-46% -$634K 0.55% 42
2013
Q3 		$1.34M Buy
52,452
+43,523
+487% +$1.14M 1.18% 16
2013
Q2 		$239K Buy
+8,929
New +$248K 0.35% 36

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

Elite Wealth Management's T Position: Q4 2014 in Review

Elite Wealth Management sold out of AT&T (T) in Q4 2014, closing a stake of 8,589 shares — an estimated $229K sold.

Elite Wealth Management first reported a position in T in Q2 2013 and held it in 6 quarters. The position peaked at $1.77M in Q1 2014. 1,710 funds tracked by Wall St. Rank hold T as of Q4 2014.

  • Elite Wealth Management reported no remaining AT&T position as of Q4 2014 after selling out during the quarter.
  • Elite Wealth Management sold 8,589 AT&T shares in Q4 2014, an estimated $229K.
  • Elite Wealth Management first reported a position in AT&T in Q2 2013 and held it in 6 quarters.
  • Elite Wealth Management's AT&T position peaked at $1.77M in Q1 2014.
  • 1,710 funds tracked by Wall St. Rank held AT&T as of Q4 2014.

Based on Elite Wealth Management's 13F filing for Q4 2014, filed 13 Oct 2016.